Best Unclaimed Property Software
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Compare the Top Unclaimed Property Software as of July 2026
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What is Unclaimed Property Software?
Unclaimed property software helps organizations track, manage, and report dormant or abandoned assets, such as uncashed checks, forgotten accounts, and inactive funds, to comply with state regulations. It automates the identification of unclaimed assets, generates required notices, and prepares reports for escheatment to the appropriate government authorities. The software often includes audit trails, secure record-keeping, and workflow management to streamline compliance processes and reduce risks of penalties. By centralizing unclaimed property management, it improves accuracy, saves time, and enhances transparency. This solution is essential for businesses and financial institutions handling large volumes of client funds or assets. Compare and read user reviews of the best Unclaimed Property software currently available using the table below. This list is updated regularly.
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1
Sovos
Sovos
For over four decades, Sovos has helped organizations of every size meet their tax and regulatory obligations with confidence. Our cloud-native compliance platform handles the full spectrum of requirements — from indirect tax and e-invoicing to information reporting and unclaimed property — across more than 19,000 jurisdictions worldwide. Half of the Fortune 500 rely on Sovos. With three billion transactions processed annually, a 400-member partner ecosystem, and a presence spanning the Americas and Europe, we deliver the scale and expertise that complex compliance demands. Beyond our enterprise offering, the Sovos family of eCommerce brands makes professional-grade compliance accessible to smaller organizations: TINCheck validates taxpayer identification numbers in real time against IRS, OFAC, and Death Master File data. Monthly plans begin at $19.95 with prepaid and high-volume options available. eFileMyForms handles eFiling for 1099, W-2, ACA, 1042-S, and CA 592-B forms on a pay-per-form basis — no subscriptions required. Per-form rates drop as low as $1.19 for high-volume orders. ReportMyUP automates unclaimed property reporting across all 50+ states with NAUPA-compliant outputs and direct eFile capability. Annual plans begin at $299, with a 7-day trial included. 1099Pro is a full-featured cloud platform for 1099, W-2, 1098, and 1042 filing, supporting 15+ form types with built-in TIN validation and corrections. Annual plans start at $449 with no setup fees. Aatrix delivers W-2 and 1099 eFiling through direct integrations with Sage, NetSuite, Acumatica, and 30+ other platforms. Pricing is per filing with no annual commitment. All products are backed by Sovos Compliance, LLC.Starting Price: $19.95/month -
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ReportMyUP
Sovos
ReportMyUP simplifies unclaimed property reporting from start to finish with expert-backed guidance and an easy process to stay compliant with unclaimed property reporting requirements. It helps businesses upload data, auto-validate records in minutes, track dormancy deadlines across all states and property types, automate due diligence letters, generate NAUPA-compliant reports for all 50 states, and eFile directly with over 30 states. Its workflows simplify the escheatment process with clear, step-by-step guidance tailored to each state’s requirements, helping teams stay compliant and on track all year long. ReportMyUP provides complete property management, centralized tracking, built-in status fields, reporting history, audit-ready records, and automatic updates as regulations change. Users can import unclaimed property through bulk upload or manual entry, view and filter records in one place, edit records, add comments, track state-specific deadlines, and monitor reporting.Starting Price: $299 per year -
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Simple Escheat
Simple Escheat
Unclaimed property reporting is made easy with Simple Escheat. A do-it-yourself, automated solution built for organizations of any size. We’ve made unclaimed property compliance easier. Simple Escheat is a software solution that enables you to manage the entire process in-house with little or no training. It's SimpleTips with step-by-step guidance that allows you to train as you go. Users go through a simple, one-time setup, and the system is ready to do all the work. Built by experts, CPAs, and attorneys who specialize in state tax and unclaimed property reporting, Simple Escheat automates every compliance step. Your unclaimed property filings will always be accurate and meet the most up-to-date state requirements. Our flexible pricing fits the needs of companies of all sizes and complexities, from those with straightforward requirements to those wrestling with the complexity of escheat filings in every state.Starting Price: $1,200 per year -
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AUPTC
DMA
Automate your unclaimed property management workflow with an award-winning unclaimed property software solution. Abandoned & Unclaimed Property Total Compliance (AUPTC) addresses the management of unclaimed property and ensures compliance with unclaimed property regulations in the United States and Canada. Mishandling of unclaimed property greatly increases a company’s likelihood of costly audits. Advanced workflow solution managing the flow and audit trail of property through due diligence, payment, and escheatment. System logic driven by state regulations, ensuring unclaimed property total compliance. Customizable dashboards that report on records in need of formal due diligence, check reissuance, and state reporting. -
5
Roost
Roost
Automate your cash security deposit management to reduce costs by up to 80%, stay compliant, and provide your residents with meaningful financial amenities. Automate the repetitive, time-consuming security deposit tasks with Roost so your team can focus on revenue-generating activities instead. Save your site and accounting team time by streamlining payments, holding interest, jurisdictional compliance, processing refunds and organizing unclaimed property. No more manual deposit requests, payment reminders, or refund issuance—Roost does it for you. Say goodbye to check printing, envelopes, postage and time spent following up on uncashed checks. Smart notifications and deep integrations automate existing workflows so your team doesn’t miss a beat. -
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Tax.com
Tax.com
Tax.com proven solutions can help you resolve tax and unclaimed property issues in a few clicks. Empower and transform your property tax compliance and productivity with innovative tax management solutions. Discover the industry-leading solution for U.S. real and personal property tax management. File your first returns in just 15 minutes. With global properties, a variety of tax laws, and multiple languages and currencies, transparent reporting can be a challenge, until now. Efficiently manage U.S. personal and real property tax data, forms and filing, and jurisdictional requirements from end to end. Automate your property tax assessments and bills with data directly from tax authorities. Save up to 75% of time spent on processing notices. Up-to-the-minute data sets across multiple jurisdictions, market value comparisons, and property tax consulting leads, are all at your fingertips. -
7
Eisen
Eisen
Eisen is the first escheatment automation solution that proactively manages account offboarding by unifying escheatment, disbursement, and outreach into a single platform. It streamlines compliance with state-by-state unclaimed property regulations by identifying inactive and dormant accounts, tracking and resolving stale checks, automating large-scale wind-down disbursements, and managing force-out closures, with comprehensive audit trails and an accuracy guarantee. It connects seamlessly to existing data systems through a growing library of integrations, quantifies risk in real time, and provides proactive customer outreach to prevent accounts from becoming liabilities. By automating every step, from data ingestion and risk assessment to personalized communications and payment execution, Eisen keeps financial institutions ahead of regulatory deadlines, reduces manual effort, and mitigates costly penalties associated with escheatment. -
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HRS Pro
HRS Pro
HRS Pro is an off-the-shelf unclaimed property reporting solution that streamlines compliance across all U.S. jurisdictions—including Puerto Rico and the District of Columbia—by generating NAUPA II-format reports tailored to each state’s statutory requirements. Available as web-based or desktop applications, it lets you import data using supplied templates, access a getting-started guide, FAQs, and how-to videos, and automatically produce cover sheets and due diligence owner letters. The Enterprise edition supports unlimited companies (FEINs), multiple users, and unlimited properties per state report, and enables exports to Excel or CSV with phone and email support, while the Standard edition offers the same comprehensive reporting features for a single company and user (up to 100 properties) without export capabilities or direct support. -
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UPNavigator
UPCR
UPNavigator is a web-based SaaS application that simplifies every step of unclaimed property compliance by unifying data management, eligibility analysis, due diligence mailing, and state report processing into one intuitive platform. Always updated with the latest state laws and accepted in every U.S. jurisdiction, it automates the submission of NAUPA II–format reports without manual data entry, reducing the risk of significant fines and penalties while ensuring rightful owners can reclaim assets. It delivers real-time reporting and analytics, lets you review state due diligence and escheatment eligibility, create and print internal evaluation reports and owner letters, track due diligence responses, reconcile data for record-keeping, and apply customizable customer filtering and column selection. Proven by thousands of successful state reports, UPNavigator provides a hassle-free, cost-effective compliance solution that keeps operations teams ahead of regulatory deadlines. -
10
KAPS
Kelmar
Kelmar’s KAPS unclaimed property management system is a fully scalable, configurable SaaS platform engineered specifically for government unclaimed property programs. It enables administrators to manage the entire lifecycle, from initial loading of reports and receipts through due diligence mailing, escheatment, claim processing, and payment execution, via a relational database interface tailored through system configurations rather than custom code. KAPS supports integration with public-facing state websites and cloud-based document imaging, automated owner outreach, built-in LexisNexis identification verification, and the Kelmar Fraud Index AI-driven risk profiling. Delivered over secure, industry-standard authentication protocols, it undergoes annual SOC 2 Type 2 and ISO 27001:2022 audits and holds GovRAMP authorization. Additional modules streamline auction close processes, manual online reporting for smallholders, and tangible property management.
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Guide to Unclaimed Property Software
Unclaimed property software helps organizations identify, manage, and report unclaimed assets in accordance with applicable regulations. These solutions support finance, accounting, and compliance teams by organizing records, tracking dormant property, and simplifying the reporting process across multiple jurisdictions. By centralizing information, unclaimed property software helps businesses reduce manual work while improving reporting accuracy and operational consistency.
Many unclaimed property software solutions provide features for due diligence tracking, owner outreach, property classification, record management, reporting automation, audit support, and document storage. They often include configurable workflows that guide users through each stage of the compliance process while maintaining detailed records of activities and deadlines. Reporting and analytics capabilities also help organizations monitor outstanding liabilities and identify trends that may require attention.
Selecting unclaimed property software involves evaluating compliance support, automation capabilities, reporting flexibility, scalability, integration options, and ease of use. Organizations should also consider how efficiently the solution manages large data volumes, adapts to changing regulatory requirements, and supports accurate recordkeeping. Choosing the right solution can improve compliance efforts, reduce administrative burdens, and strengthen overall financial governance.
Unclaimed Property Software Features
- Property tracking: Monitors unclaimed property throughout its lifecycle to improve visibility and record accuracy.
- Owner search tools: Matches property records with potential owners using configurable search and validation methods.
- Compliance management: Supports reporting activities to help meet applicable unclaimed property requirements.
- Due diligence tracking: Manages notification activities and records communications before property is reported.
- Reporting automation: Prepares standardized reports using stored property and owner information.
- Record management: Centralizes property details, ownership history, and supporting documentation in one location.
- Workflow automation: Streamlines reviews, approvals, and processing tasks to improve operational efficiency.
What Are the Different Types of Unclaimed Property Software?
- Compliance management tools: Track reporting requirements, filing deadlines, and jurisdiction-specific obligations to support regulatory compliance.
- Property identification tools: Detect potential unclaimed property within financial records before reporting deadlines approach.
- Due diligence management tools: Automate owner notification workflows and document outreach efforts before property is reported.
- Reporting and filing tools: Prepare standardized reports and submission files for multiple jurisdictions with consistent formatting.
- Record management tools: Store ownership records, supporting documents, and historical transactions in a centralized location.
- Multi-jurisdiction management tools: Manage reporting requirements across states, provinces, or countries from a single platform.
- Audit support tools: Maintain documentation, activity logs, and reporting history to simplify responses during regulatory reviews.
Benefits of Unclaimed Property Software
- Streamlines compliance: Organizes reporting activities to help businesses meet unclaimed property requirements.
- Reduces manual effort: Automates repetitive workflows that would otherwise require extensive administrative work.
- Improves record accuracy: Centralized data helps minimize reporting inconsistencies and missing information.
- Supports audit preparation: Maintains organized documentation for easier review during compliance inquiries.
- Increases operational efficiency: Simplifies tracking, reporting, and record management across multiple jurisdictions.
- Enhances data visibility: Provides clear insights into outstanding property and reporting obligations.
- Promotes consistent processes: Standardized workflows help teams follow the same reporting procedures every cycle.
- Scales with business growth: Handles increasing reporting volumes without significantly increasing administrative workloads.
Types of Users That Use Unclaimed Property Software
- Compliance teams: Track reporting deadlines and manage unclaimed property obligations across multiple jurisdictions.
- Finance departments: Identify dormant assets and maintain accurate financial records for reporting.
- Accounting teams: Reconcile outstanding balances and prepare records for compliance activities.
- Corporate controllers: Oversee unclaimed property processes and strengthen financial governance.
- Payroll departments: Manage uncashed payroll items and support reporting requirements.
- Accounts payable teams: Monitor outstanding payments that may qualify as unclaimed property.
- Legal teams: Review documentation and support regulatory compliance efforts.
- Internal auditors: Evaluate unclaimed property processes and identify areas for improvement.
How Much Does Unclaimed Property Software Cost?
The cost of unclaimed property software varies depending on the size of the organization, the volume of records processed, reporting requirements, and the level of automation needed. Smaller organizations with limited reporting obligations may find lower-cost subscription options, while enterprises managing large amounts of unclaimed property across multiple jurisdictions typically require more advanced capabilities that increase overall pricing. Costs may be offered through monthly or annual subscriptions, usage-based pricing, or customized enterprise agreements.
Organizations should also budget for expenses beyond the subscription fee. Implementation, data migration, integration with accounting and financial tools, employee training, ongoing support, and regulatory updates can all contribute to the total cost of ownership. Reviewing both initial and recurring costs helps businesses choose a solution that supports compliance while staying within budget.
What Software Can Integrate With Unclaimed Property Software?
Unclaimed property software can integrate with enterprise resource planning systems, accounting solutions, accounts payable platforms, customer relationship management systems, document management solutions, banking platforms, and financial reporting tools. These integrations help organizations identify dormant assets, reconcile financial records, manage owner outreach, and maintain supporting documentation throughout the reporting process. Connections with workflow automation platforms can streamline notifications, approvals, and record updates, while analytics tools provide visibility into outstanding liabilities and reporting status. Integration with identity verification and compliance solutions can further support accurate record management and regulatory obligations. By connecting with other financial and operational technologies, unclaimed property software improves data accuracy, reduces manual work, and helps organizations manage reporting responsibilities more efficiently.
Recent Trends Related to Unclaimed Property Software
- Automation adoption increases: Organizations reduce manual processes by automating property tracking, reporting, and notification workflows.
- Compliance monitoring becomes more proactive: Businesses use continuous tracking to stay aligned with changing reporting requirements.
- Cloud deployment gains momentum: Teams benefit from centralized access, simplified updates, and improved collaboration across locations.
- Data integration expands: Financial, payroll, and customer records connect more easily to improve reporting accuracy.
- Audit readiness improves: Organizations maintain organized records and documentation to respond faster during regulatory reviews.
- Advanced analytics become more valuable: Reporting tools identify trends, outstanding liabilities, and areas requiring attention.
- Configurable workflows grow in demand: Businesses tailor approval processes and reporting steps to match internal requirements.
- Multi-jurisdiction support strengthens: Organizations manage reporting obligations across multiple states or regions from a single platform.
How To Select the Right Unclaimed Property Software
Selecting the right unclaimed property software starts with reviewing your organization's reporting obligations, transaction volume, and compliance processes. Choose software that supports property tracking, owner outreach, due diligence, reporting, and record management while reducing manual work. Evaluate how well it integrates with your accounting, ERP, payroll, and financial tools to keep information accurate and up to date. Consider automation, scalability, security, audit trails, and support for multiple jurisdictions to ensure the software can adapt as requirements change. Review implementation services, training resources, customer support, and pricing before making a decision. Running a pilot using historical records can help verify the software improves efficiency, accuracy, and compliance with minimal disruption.
On this page you will find available tools to compare unclaimed property software prices, features, integrations and more for you to choose the best software.
